CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$98.2K 0.01%
+622
302
$97.5K 0.01%
1,031
+42
303
$95.5K 0.01%
+3,827
304
$95.5K 0.01%
948
+386
305
$94.4K 0.01%
710
306
$94K 0.01%
438
+435
307
$93.8K 0.01%
+1,143
308
$93.1K 0.01%
1,653
309
$91.7K 0.01%
+1,536
310
$88.2K 0.01%
1,264
+189
311
$88K 0.01%
+1,956
312
$87K 0.01%
1,514
+202
313
$86K 0.01%
1,076
-129
314
$86K 0.01%
1,302
-108
315
$85.6K 0.01%
766
-4
316
$85K 0.01%
7,327
+5,279
317
$84.5K 0.01%
1,249
318
$83.9K 0.01%
1,000
319
$82.9K 0.01%
1,800
320
$82.2K 0.01%
2,521
-10
321
$82K 0.01%
433
322
$81.3K 0.01%
410
-11
323
$79.8K 0.01%
+235
324
$79.8K 0.01%
809
325
$79.5K 0.01%
+1,433
11 12
13
14 15